Private Banking Assistant
Assisted Private Banker with all administrative duties, cross selling and other sales activities, prepared and processed documents for new consumer and commercial bank accounts consumer and commercial loans, Home Equity Lines of Credit, wire transfers, prepared loan packages for submission to attorneys for loan closings, handled and responded to all customer inquiries in person and by telephone, informed respective branch managers and banking team of new products and banking systems and services that were available to enhance the workflow of the branch, responsible for submitting monthly reports of all loan and deposit activity. Also worked as a Senior Commercial Banking Assistant, Consumer Loan Officer, Branch Sales Manager, and Branch Supervisor.